Associate, Wealth Advisor

The Associate, Wealth Advisor role at Stenner Wealth Partners+ involves managing relationships with high-net-worth and ultra-high-net-worth client families, supporting business development, and providing wealth management and investment advisory services. The position requires collaboration with senior team members, portfolio managers, and external advisors to deliver personalized financial solutions and drive asset growth. This role focuses on building multigenerational client relationships, executing investment strategies, and contributing to strategic initiatives within a high-performance wealth management team.